🔧Task Templates

Make templates that you can reuse when creating new tasks


Templates allow you to streamline and speed up creating tasks, that managers can select easily.

Note: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll

Create a Task Template

Step 1: Go to your Space/Project Settings menu via ⚙️ and click on Templates. Then, under Task Templates, click on New Template.

Step 2: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.

Step 3: After filling in the details click on Save Template.

Success! You will now see the the new template listed under Task Templates in your space/project settings, with options to Create task from template, Edit and Delete.

Use a Template for your Tasks

Step 1: Click + to create a new task

Step 2: In the pop-up that appears, click on Template in the top-left corner and select the template you would like to use

Step 3: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click Create.

Success! You've created a task using a template in just a few clicks

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